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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,865 | $76,407-43.9% | $150,298-71.5% | $82,448-48.0% |
| Participation rate | 71.4% | 66.4%+5.0pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 13.56% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,405 | $2,614-46.2% | $4,154-66.2% | $2,551-44.9% |
| Participant deferral / active EE | $3,695 | $3,214+15.0% | $5,453-32.2% | $4,139-10.7% |
| Admin fee / account holder | $2,700 | $6,352-57.5% | $14,116-80.9% | $7,234-62.7% |